Customizing the Articles Tool | Publisher and Quick Action Developer Guide

The Articles tool lets support agents browse Salesforce Knowledge articles, see whether articles are attached to a case, and share relevant articles with customers. With the support:caseArticles component, you can:

Customize the appearance and dimensions of the Articles tool.
Define how the tool’s search function works, including which article types and keywords are used by default and whether advanced search is available.
Specify whether agents can attach articles to emails.

support:caseArticles Attributes

Attribute Name	Attribute Type	Description	Required?	API Version	Access
`articleTypes`	String	Article types to be used to filter the search. Multiple article types can be defined, separated by commas.		25.0
`attachToEmailEnabled`	Boolean	A Boolean value that specifies whether articles can be attached to emails.		25.0
`bodyHeight`	String	The height of the body in pixels (px) or 'auto' to automatically adjust to the height of the currently displayed list of articles.		25.0
`caseId`	id	Case ID of the record for which to display the case articles.	Yes	25.0
`categories`	String	Data categories to be used to filter the search. The format of this value should be: 'CatgeoryGroup1:Category1' where CategoryGroup1 and Category1 are the names of a Category Group and a Category respectively. Multiple category filters can be specified separated by commas but only one per category group.		25.0
`defaultKeywords`	String	The keywords to be used when the `defaultSearchType` attribute is 'keyword'. If no keywords are specified, the Case subject is used as a default.		25.0
`defaultSearchType`	String	Specifies the default query of the article search form when it is first displayed. The value can be 'keyword', 'mostViewed', or 'lastPublished'.		25.0
`id`	String	An identifier that allows the component to be referenced by other components on the page.		25.0	Global
`language`	String	The language used for filtering the search if multilingual Salesforce Knowledge is enabled.		25.0
`logSearch`	Boolean	A Boolean value that specifies whether keyword searches should be logged.		25.0
`mode`	String	Specifies whether the component displays articles currently attached to the case, an article search form, or both. The value can be 'attached', 'search', 'attachedAndSearch', or 'searchAndAttached'.		25.0
`onSearchComplete`	String	The JavaScript invoked after an article search has completed.		25.0
`rendered`	Boolean	A Boolean value that specifies whether the component is rendered on the page. If not specified, this value defaults to true.		25.0	Global
`reRender`	Object	The ID of one or more components that are redrawn when the result of the action method returns to the client. This value can be a single ID, a comma-separated list of IDs, or a merge field expression for a list or collection of IDs.		25.0
`searchButtonName`	String	The display name of the search button.		25.0
`searchFieldWidth`	String	The width of the keyword search field in pixels (px).		25.0
`searchFunctionName`	String	The name of a function that can be called from JavaScript to search for articles if the widget is currently in search mode.		25.0
`showAdvancedSearch`	Boolean	A Boolean value that specifies whether the advanced search link should be displayed.		25.0
`title`	String	The title displayed in the component's header.		25.0
`titlebarStyle`	String	The style of the title bar can be 'expanded', 'collapsed', 'fixed', or 'none'.		25.0
`width`	String	The width of the component in pixels (px) or percentage (%).		25.0

Use Case

Cirrus Computers wanted to customize the Case Feed articles tool so agents could more easily find articles to help resolve customers’ issues.

Cirrus used the support:caseArticles component to create an articles tool that:

Appears in the right sidebar of the page and is open by default on all case pages.
Uses search-as-you-type functionality to show suggested articles quickly.
Lets agents attach articles to messages they write with the email action.
Displays the most recently published articles when no articles are attached to a case.

Code Sample

1<apex:page standardController="Case">
2    <div style="margin-left:-10px;margin-right:-10px;">
3        <div style="background-color: #99A3AC;color:#FFFFFF;font-size:1.1em;font-weight:
4            bold;padding:3px 6px 3px 6px;">Articles</div>
5        <support:caseArticles caseId="{!case.id}" 
6            bodyHeight="auto"
7            titlebarStyle="none" 
8            searchButtonName="Search"
9            searchFieldWidth="200px"
10            defaultSearchType="lastPublished"
11        />
12    </div>
13</apex:page>